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君齐身,时而动
#Robinhood交易业务增长能否延续? 收入占比已低到不再决定方向,但“非有机体量”掩盖了有机活动的疲软。 Q2 Bitstamp贡献了400亿美元加密名义交易量中的220亿美元,超过一半的合并交易量并非来自Robinhood平台自身的有机活动。7月Robinhood App加密名义交易量同比骤降74.4%,Bitstamp也下降44.5%,整体加密名义交易量同比下降62%。加密已不再是增长故事的核心,但它的持续萎缩仍在边际上构成拖累而非阻力,看好继续下跌
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